Portfolio reporting pack
Quarterly and monthly packs that translate holding-company results into LP-ready narratives, variance notes, and performance visuals for private equity sponsors.
Engagements
Work we deliver for PE reporting teams
Each engagement is scoped around private equity portfolio reporting and fund performance analytics — packs, reviews, workshops, and scorecards — not a software licence.
Fund performance review
Independent walkthrough of fund-level returns, contribution analysis, and peer framing for IC meetings and LP updates.
LP narrative workshop
Half-day working session that turns raw performance numbers into a coherent story for annual meetings and written updates.
Holdings scorecard design
Custom scorecard templates that make portfolio company health comparable across sectors without burying partners in raw extracts.